Semiconductor News & Analysis Feed
743 articles
2026-07-02
campustechnology.com
2026-07-02
Campus Technology
Anthropic has introduced Claude Science, a new AI workbench for scientists that integrates research tools, produces auditable artifacts, and connects to specialized life sciences models and workflows from NVIDIA.
The beta release, announced June 30, gives Claude Pro, Max, Team, and Enterprise users access to an application designed to help researchers work across literature review, data analysis,
2026-07-02
eetimes.com
2026-07-02
AI has outgrown traditional chips. The future belongs to integrated systems that stack compute, memory, photonics, and power, and HLSI is driving the shift.
2026-07-02
www.techradar.com
2026-07-02
TechRadar
Pro
Qualcomm High Bandwidth Compute aims to compete with High Bandwidth Flash and Memory by stacking LPDDR just above the CPU to 'eliminate HBM tax'
News
By Rahim Amir
Published July 2, 2026
Taking the high, stacked LPDDR road?
(Image credit: ServeTheHome)
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Qualcomm i
2026-07-01
stocktwits.com
2026-07-01
Stocktwits
stocktwits.com
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2026-07-01
www.axios.com
2026-07-01
Axios
www.axios.com
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2026-07-01
wccftech.com
2026-07-01
Wccftech
AMD is releasing its first-ever SoCs with an on-package memory solution, the Versal Gen 2, which offers 10x compute uplift.
[Editor's Note] The release of Versal Gen 2 marks the first SoC from AMD to feature an on-package memory solution. Compared to Versal Gen 1, the move to LPDDR5X memory comes at a time when the entire tech industry is facing DRAM shortages, and with the prices of HBM products
2026-07-01
siliconangle.com
2026-07-01
SiliconANGLE
Agentic AI is driving key technology providers to rethink the computing architecture required to run rapidly expanding autonomous systems.
In response to this challenge, two leading tech companies have recently unveiled a key milestone involving system-level validation for an entire rack-scale architecture. In June, CoreWeave Inc. and Nvidia Corp. announced the first bring-up and validation of Nv
2026-07-01
www.theregister.com
2026-07-01
The Register
SYSTEMS
Qualcomm's proposed solution to catch up in AI infra: Bury the compute under the DRAM
With its next-gen AI accelerators, the SoC vendor aims to fly high above the memory wall
Tobias Mann
Systems editor
4
Published Tue 30 Jun 2026 // 20:25 UTC
Qualcomm is finally getting serious about AI infrastructure, but its push into the datacenter hinges on the success of an ambitious near-memory c
2026-07-01
quantumzeitgeist.com
2026-07-01
Quantum Zeitgeist
__fail__
2026-06-30
tomshardware.com
2026-06-30
Jowi Morales
This "thinking cap" could let patients use a BCI without needing to go under the knife.
2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
Overclocking Qualcomm: Rewiring the AI Compute Market
Written by Jeffrey Neal Johnson | Reviewed by Clare Titus
June 30, 2026
KEY POINTS
Qualcomm projects $40 billion in total non-handset revenue by fiscal 2029, spanning data centers, automotive computing, and industrial robotics and IoT.
A $3.92 billion all-stock deal for Modular gives Qualcomm control of the Mojo language and MAX inference engin
2026-06-30
www.telecomtv.com
2026-06-30
telecomtv.com
DIGITAL PLATFORMS AND SERVICES
Firmus to build 170,000 GPU AI factory campus with NVIDIA for global AI-natives
Via Firmus
Jun 30, 2026
Firmus Technologies today announced a strategic compute partnership with NVIDIA running through 2034, anchored by a dedicated 360 MW NVIDIA DSX AI Factory campus in Batam, Indonesia.
The NVIDIA and Firmus partnership provides a new pathway that unlocks access f
2026-06-30
tomshardware.com
2026-06-30
Luke James
Taiwan officials raided Supermicro Computer's Taiwan office on Monday, alongside the homes of six individuals and three affiliated company sites
2026-06-30
www.computerworld.com
2026-06-30
Computerworld
Locking down hardware allows AI models — and the data they hold — to be protected from hackers by allowing access only to authorized users, says Dion Harris, Nvidia's senior director of high-performance computing and AI factory solutions
Credit: Shutterstock
There are a variety of security concerns about artificial intelligence (AI), especially when it comes to the behavior of agentic AI. But un
2026-06-30
digitimes.com
2026-06-30
Japan's world-renowned Riken institute announced in late March 2026 that its homegrown superconducting quantum computer, "Ei-II," jointly developed with the University of Osaka, had officially gone online with 144 qubits and 99.9% fidelity. Taiwan's National Science and Technology Council (NSTC) said Riken will next work with Taiwan's academic community on research, including next-generation compo
2026-06-29
www.tipranks.com
2026-06-29
TipRanks
www.tipranks.com
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2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
New leader board: Citi refreshes AI compute semiconductor picks
Sam Boughedda
June 29, 2026 1 min read
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Investing.com -- Citi analysts have updated the firm's AI compute semiconductor stock rankings following the latest quarterly earnings updates, telling investors in a note that AI compute demand
2026-06-29
news.google.com
2026-06-29
Fortune
2026-06-29
www.investing.com
2026-06-29
Investing.com
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2026-06-29
www.techtimes.com
2026-06-29
Tech Times
By Adrian Parham
Published: Jun 29 2026, 5:08 AM EDT
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LENOVO.COM
Lenovo's AI server pipeline has swelled to $21 billion in undelivered committed orders, a figure that crystallized at MWC Shanghai 2026 as the defining number of China's AI infrastructure race — and a concrete measure of how far t